Q2 2026 13F · SEC CIK 1920938

Braidwell LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.6B
Reported positions: 83
Top holdings a year, 3 yrs: +16.8%
Assets under management: $3.6B

Braidwell LP is a hedge fund that reported 83 positions worth $2.6B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Caris Life Sciences Inc (CAI, 5.7%), Hinge Health, Inc. (HNGE, 4.2%), Glaukos Corp (GKOS, 3.2%). A portfolio copying its top holdings returned 16.8% a year over the last 3 years, against 20.4% for the S&P 500.

Braidwell LP holdings largest 50 of 83 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Braidwell LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CAICaris Life Sciences Inc	5.7%	5.5%	8,256,032	+3.1%	$147.1M
HNGEHinge Health, Inc.	4.2%	2.1%	1,330,127	-8.6%	$110.4M
GKOSGlaukos Corp	3.2%	3.1%	591,927	-22.5%	$82.7M
EWTXEdgewise Therapeutics Inc	3.1%	2.8%	1,996,965	-14.9%	$81.1M
SYRESpyre Therapeutics	3.0%	1.8%	879,467	-5.7%	$78.1M
IRTCIrhythm Technologies Inc	3.0%	2.7%	654,262	+7.2%	$77.8M
NEONeogenomics Inc	2.8%	1.6%	4,918,202	-12.4%	$71.8M
KODKodiak Sciences Inc	2.7%	2.6%	1,787,318	-1.7%	$69.6M
XENEXenon Pharmaceuticals Inc	2.6%	3.0%	1,131,452	-15.5%	$68.3M
GLUEMonte Rosa Therapeutics Inc	2.3%	2.0%	2,451,562	-23.5%	$59.3M
DNTHDianthus Therapeutics Inc	2.2%	2.9%	594,562	-33.9%	$58.0M
NBIXNeurocrine Biosciences Inc	2.2%	3.3%	336,171	-48.4%	$56.7M
ATECAlphatec Hldgs Inc	2.2%	0.9%	6,531,439	+200.6%	$56.5M
GENBGenerate Biomedicines Inc	2.1%	1.7%	3,283,844	-8.6%	$55.4M
MRVIMaravai Lifesciences Hldgs-A	2.1%	1.1%	8,702,921	-15.0%	$54.3M
KRYSKrystal Biotech Inc	1.8%	1.8%	128,975	-29.3%	$47.9M
HUMHumana Inc	1.7%	—	114,500	—	$45.5M
TMOThermo Fisher Scientific Inc	1.7%	1.7%	89,395	-3.8%	$44.8M
KYMRKymera Therapeutics Inc	1.7%	1.1%	378,163	+12.0%	$43.4M
RYTMRhythm Pharmaceuticals Inc	1.6%	1.0%	381,128	+22.7%	$42.3M
GLTODamora Therapeutics Inc	1.6%	0.9%	1,620,377	+81.1%	$42.1M
ACADAcadia Pharmaceuticals Inc	1.6%	2.1%	1,646,399	-33.4%	$41.7M
BTSGBrightspring Health Services I	1.6%	1.6%	596,753	-41.3%	$41.6M
TMDXTransmedics Group Inc	1.6%	1.2%	609,715	+85.1%	$40.5M
MBXMbx Biosciences Inc	1.5%	1.7%	710,880	-52.4%	$39.2M
CLYMClimb Bio Inc	1.4%	—	2,797,375	—	$36.5M
CDNACareDx, Inc.	1.3%	1.4%	1,220,602	-43.8%	$34.8M
MAZEMaze Therapeutics Inc	1.3%	—	1,140,040	—	$34.0M
10919W405Bright Minds Biosciences Inc	1.3%	1.5%	483,822	-10.4%	$34.0M
ACHCAcadia Healthcare Company in	1.3%	—	1,141,477	—	$33.7M
NKTRNektar Therapeutics	1.3%	—	473,617	—	$33.1M
CRVSCorvus Pharmaceuticals Inc Com	1.2%	1.0%	2,126,298	+21.3%	$31.8M
NRIXNurix Therapeutics Inc	1.2%	1.0%	1,286,769	-26.5%	$31.2M
INSPInspire Med Sys Inc	1.2%	1.3%	677,570	+0.0%	$30.2M
AVTXAvalo Therapeutics Inc	1.2%	—	1,629,182	—	$30.1M
ALMRAlamar Biosciences Inc	1.1%	—	1,083,983	—	$29.4M
DHRDanaher Corp Del	1.1%	1.0%	150,627	+8.1%	$28.7M
ISRGIntuitive Surgical Inc	1.1%	1.4%	70,137	-9.3%	$27.9M
ORKAOruka Therapeutics Inc	1.0%	—	278,164	—	$26.5M
AVLNAvalyn Pharmaceuticals Inc	1.0%	—	801,395	—	$26.4M
AVAHAveanna Healthcare Holdings Inc.	1.0%	—	3,065,106	—	$26.3M
BIOABioage Labs Inc	1.0%	—	1,033,129	—	$25.3M
BSXBoston Scientific Corp	1.0%	0.8%	587,567	+69.6%	$25.1M
VERAVera Therapeutics Inc Class A	0.9%	0.8%	564,724	+7.8%	$24.2M
RGENRepligen Corp	0.9%	—	177,100	—	$24.2M
ZURAZura Bio Ltd	0.9%	0.9%	3,980,295	-0.2%	$23.5M
GHGuardant Health Inc	0.9%	1.8%	147,850	-70.4%	$22.2M
EOLSEvolus Inc	0.8%	—	3,155,209	—	$21.9M
NTRANatera Inc	0.8%	1.0%	79,500	-38.4%	$21.6M
KIDSOrthopediatrics Corp	0.8%	—	1,100,370	—	$21.1M

What Braidwell LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +59.7% /yr; S&P 500 +20.1%
3 years: +16.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.6B	83
Q1 2026	$2.6B	82
Q4 2025	$2.6B	68
Q3 2025	$2.5B	64
Q2 2025	$2.1B	45
Q1 2025	$1.9B	52
Q4 2024	$2.2B	59
Q3 2024	$2.3B	65
Q2 2024	$2.0B	58
Q1 2024	$1.8B	51
Q4 2023	$1.3B	47
Q3 2023	$1.6B	60

Questions about Braidwell LP's portfolio

What stocks does Braidwell LP own?

Braidwell LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 83 positions worth $2.6B. The largest are Caris Life Sciences Inc (CAI) at 5.7%, Hinge Health, Inc. (HNGE) at 4.2%, Glaukos Corp (GKOS) at 3.2%, Edgewise Therapeutics Inc (EWTX) at 3.1% and Spyre Therapeutics (SYRE) at 3.0%.

What did Braidwell LP buy last quarter?

In Q2 2026, Braidwell LP added Alphatec Hldgs Inc (ATEC) (+200.6% shares), Transmedics Group Inc (TMDX) (+85.1% shares) and Damora Therapeutics Inc (GLTO) (+81.1% shares), compared with its Q1 2026 filing.

What did Braidwell LP sell last quarter?

In Q2 2026, Braidwell LP cut from its top 50 Centessa Pharmaceuticals PLC (CNTA), cut from its top 50 Nuvalent Inc (NUVL), cut from its top 50 Cg Oncology Inc (CGON), cut from its top 50 Argenx SE (ARGNF), cut from its top 50 Celldex Therapeutics Inc New (CLDX), Guardant Health Inc (GH) (-70.4% shares), Mbx Biosciences Inc (MBX) (-52.4% shares) and Neurocrine Biosciences Inc (NBIX) (-48.4% shares), compared with its Q1 2026 filing.

How has Braidwell LP's portfolio performed?

A portfolio copying Braidwell LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +59.7% against +20.1%.

When is Braidwell LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Braidwell LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Braidwell LP manage?

Braidwell LP reported $3.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.6B.